Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price TRP New Horizons in their Schedule of Assets, totaling $22.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALBERT A. WEBB ASSOCIATES ALBERT A. WEBB ASSOCIATES PROFIT SHARING AND SALARY DEFERRAL PLAN | RIVERSIDE CA | 182 | $56.2M | $5.5M |
| 2 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM 403(B) PLAN | DALLAS TX | 11,274 | $759.0M | $4.9M |
| 3 | DAYTON T. BROWN INC. |
BOHEMIA NY |
| 267 |
| $64.1M |
| $4.9M |
| 4 | ELKEM SILICONES USA CORP. ELKEM SILICONES USA CORP. 401(K) PROFIT SHARING PLAN | EAST BRUNSWICK NJ | 242 | $61.5M | $2.6M |
| 5 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | DALLAS TX | 10,490 | $334.8M | $2.3M |
| 6 | O'NEAL, INC. O'NEAL, INC. 401(K) PLAN AND TRUST | GREENVILLE SC | 95 | $36.9M | $1.9M |
| 7 | REDICO, LLC. REDICO RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 515 | $22.8M | $416K |
| 8 | AMERICAN HOUSE MANAGEMENT COMPANY, LLC AMERICAN HOUSE 401(K) PLAN | SOUTHFIELD MI | 2,726 | $8.5M | $161K |
